Financial Planning Fee Calculator built for Australian financial planners
Turn website visitors into qualified enquiries. Clients choose their advice type, portfolio bracket and complexity — then get an instant fee estimate while you capture their details. Your fee schedule, your branding.
Initial SOA — $750k–$2m, complex multi-entity8 min ago
New
SW
Sarah Williamson$5,643
Ongoing service — $250k–$750k, moderate1 hr ago
MP
Mark Peters$2,178
Super only — simple4 hrs ago
Showing 3 of 31Open dashboard
No credit card required
GST included automatically
Privacy-first lead capture
Built for Australian financial planners
60-second setup
Live demo
Try the calculator
This is the exact calculator your clients use. Select an advice type, choose a portfolio bracket and toggle investment management to see the fee estimate update live.
This is a price indication only. Our team will be in touch to confirm the final price after assessing the job.
*This is a price indication only. Your broker will confirm the final figures after reviewing your circumstances.
Step 1 of 5 — Advice Type
1Advice Type
2Portfolio
3Complexity
4Investment Management
5Pre-Approval Details
Advice Type
What type of financial advice do you need?
Financial Planning Fee Calculator · powered by LeadkitPowered by Leadkit
Live calculator — no sign-up needed.
Instant Notifications
Know the Moment a Lead Arrives
The second someone completes your calculator, you get a celebration notification with their full details — name, contact, project info, and estimated value.
Real-time alerts — no refreshing needed
Full customer details at a glance
One click to view the complete lead
Score and value calculated automatically
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Your first lead just arrived!
Someone just requested an estimate on your website — their details have been captured and a new lead is ready in your dashboard.
Sarah Mitchell
Just now
Hot
Email sarah@example.com
Calculator Financial Planning Fee Calculator
Status New
Est. value $4,200
View Lead Details
I'll check it later
Automated Emails
Professional Emails Sent Automatically
Every calculator submission triggers branded emails — an instant estimate for your customer and a detailed lead notification for you.
Customer Estimate — Instant branded estimate sent to your customer
Lead Alert — New lead notification sent to your inbox
Updated Estimate — Revised estimate sent when you update pricing
Expiry Notice — Reminder sent when an estimate is about to expire
All prices in AUD · GST inclusive · Cancel any time, no calls or forms
Common questions
What others asks before signing up?
How much does a financial planner cost in Australia?
Initial Statement of Advice fees typically range from $2,000 to $6,500 for standard advice, rising to $10,000–$15,000+ for complex multi-entity situations involving SMSFs, trusts or company structures. Ongoing advice runs $3,500–$6,500 a year depending on complexity. This calculator gives you an instant estimate — your financial planner confirms the final fee after reviewing your circumstances.
How accurate is this financial planning fee calculator?
It uses real Australian fee benchmarks for SOA preparation, ongoing service, portfolio reviews and superannuation advice, adjusted for portfolio size and complexity. It's a price indication only — your financial planner confirms the final figures after reviewing your circumstances.
Does the estimate include GST?
Yes. All fees are shown GST-inclusive at the Australian rate of 10%, so the total you see is the total you can expect.
What does a Statement of Advice (SOA) cover?
An SOA is a personalised financial plan covering your goals, risk profile, investment strategy, superannuation, insurance needs and recommended actions. It's a legal requirement under Australian financial services law before a financial planner can implement advice.
Can I add this calculator to my own website?
Yes — embed it on WordPress, Webflow, Squarespace, Wix or Shopify with one snippet, or use the free hosted page if you don't have a site.
What do I get when someone uses my calculator?
A full lead: their name, phone, email, portfolio bracket, complexity and the fee estimate they saw — plus a branded PDF copy in your inbox, ready to follow up.
I don't have a website — can I still use it?
Yes. Every calculator gets a free hosted quote page with your branding and a shareable link for your Google profile, socials or emails.
Is Leadkit really free?
Yes. Free lets you add up to 3 calculators to your website and receive 10 leads per month — no credit card. Every lead beyond the cap is still captured and held for you; upgrading to Pro ($29/mo) opens them all retroactively and removes the cap.
Do I need to know how to code?
No. You get an embed code (one line of HTML). Paste it into your website builder — Wix, Squarespace, WordPress, or any custom site. That's it.
How accurate are the price estimates?
You configure the calculator formulas to match your actual pricing. Leadkit provides the framework; you set the numbers. Estimates can be as detailed or as rough as you like.
What happens with lead data?
All lead data is stored securely in your workspace. You own it. We never sell or share your leads with anyone.
Can I use Leadkit as an agency for multiple clients?
Yes — our Agency plan lets you create and manage separate workspaces for each of your clients, all from one dashboard.
What's the difference between the plans?
Free: up to 3 calculators, 10 leads/month (over-cap leads held + locked until upgrade). Pro: unlimited leads, unlimited calculators, white-label, branded email sending, analytics, email templates. Agency: everything in Pro plus multi-workspace management.
Get Started Free
Stop scopingfor free
Capture qualified financial planning enquiries while you focus on client work. Set up your calculator in 60 seconds.
Understanding financial planning fee costs in Australia
The section below is for homeowners researching financial planning fee costs. We break down how prices are calculated, show current Australian averages, and answer the questions we hear most. Every number reflects real 2026 rates from Australian tradies — not marketing fluff.
Based on AU market ratesGST includedUpdated for 2026
For investors and individuals
Know the fee before you commit
Get an instant financial planning fee quote based on your advice needs, portfolio size and complexity. The estimate is a price indication; your financial planner confirms after reviewing your circumstances.
See SOA, ongoing and implementation fees up front
Compare costs for simple versus complex multi-entity situations
Investment management fees calculated on your portfolio bracket
GST-inclusive totals, no surprises
For financial planners
Capture enquiries while you're with clients
Let prospective clients self-qualify with a fee estimate. Your fee schedule, your branding, your AFSL details on every PDF.
Your base SOA, ongoing, review and implementation fees on every estimate
Lead score helps you prioritise follow-ups
Free plan to start — upgrade for unlimited calculators
Works on WordPress, Webflow, Squarespace, Wix and Shopify
How it works
How this financial planning fee estimate is calculated
Each estimate starts with a base fee for the selected advice type, then adjusts for portfolio size and situation complexity. Implementation costs and optional investment management fees are added where applicable, then GST is applied. It produces an estimate, not a binding quote — your financial planner confirms the final figures after reviewing your circumstances.
GST handling: All estimates are shown GST-inclusive at the Australian rate of 10%.
1
Select the advice type
Each advice type has a base fee — initial SOA, ongoing service, portfolio review or superannuation-only advice — reflecting the typical scope and compliance work involved.
2
Adjust for portfolio and complexity
The base fee is multiplied by a portfolio-size factor and a complexity factor to reflect the additional analysis, documentation and compliance requirements of larger or multi-entity situations.
Implementation costs cover account openings, fund switches and trade execution. Optional investment management applies an annual percentage of assets under management.
+ implementation_cost + investment_mgmt_fee
4
Apply GST
GST is added at the Australian rate of 10% to produce the total year-1 cost.
Typical financial planning fees across Australia 2026
Financial planning fees vary by advice type, portfolio size and complexity. These are typical fees across Australia — your estimate is tailored to your specific situation.
Average costs by job type across Australia, 2026
Job type
Low
Average
High
Unit
Simple single-issue advice
$1,500
$2,000
$2,500
per SOA
Comprehensive initial SOA
$3,500
$5,000
$6,500
per SOA
Complex multi-entity SOA
$6,500
$10,000
$15,000
per SOA
Ongoing annual service
$3,500
$4,700
$6,500
per year
Portfolio review
$1,500
$2,500
$4,000
per review
Retirement planning SOA
$4,000
$6,000
$9,000
per SOA
Source: Aggregated Australian financial planning fee guides (2025–2026)
Fees are primarily driven by complexity and portfolio size rather than location, though CBD practices in Sydney and Melbourne may charge a premium for high-net-worth advisory services.
